Filed April 4, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $158,738 |
STRATEGIC ADVISORS, INC.8+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $93,745 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $17,595 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,587 | $136,266-65.8% | $90,767-48.7% | $77,906-40.2% |
| Participation rate | 92.9% | 86.6%+6.2pp | 75.7%+17.2pp | 73.7%+19.2pp |
| Annual return | -19.51% | -11.32%-8.2pp | -12.16%-7.4pp | 12.16%-31.7pp |
| Employer contribution / active EE | $1,821 | $4,215-56.8% | $2,922-37.7% | $2,846-36.0% |
| Participant deferral / active EE | $2,676 | $6,353-57.9% | $4,565-41.4% | $4,805-44.3% |
| Admin fee / account holder | $69 | $399-82.8% | $8,445-99.2% | $133-48.3% |